+41.6%
SMH vs PLUG
-58.9%
+100.5%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -10.5% | +7.5% | -0.8% |
| 7D | +4.9% | -23.4% | +28.4% | +10.7% |
| 30D | -13.8% | -23.4% | +9.6% | -9.0% |
| 3M | -17.4% | -51.7% | +34.4% | -5.4% |
| 6M | -15.0% | -72.0% | +57.0% | +3.0% |
| YTD | +35.2% | -43.7% | +78.8% | +52.6% |
| 1Y | +41.6% | -55.4% | +97.0% | +61.7% |
| All | +41.6% | -58.9% | +100.5% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PLUG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling